Sector Investment 24 Hours

Last updated: April 7, 2026, 8:30 PM ET

Real Estate & Infrastructure Fundraising

Investment managers are showing mixed strategies in real estate as capital deployment shifts toward operational assets and sustainability mandates. Carmel Partners secured $1.35 billion for its ninth US multifamily fund, marking a pivot away from ground-up development toward acquiring and upgrading existing properties due to altered return profiles. Concurrently, the energy-focused firm Galvanize tied fund fees to emission targets within its inaugural $370 million real estate vehicle, pledging to bring portfolio assets to operational net zero within three years of acquisition. In infrastructure, Nuveen is approaching a $2 billion second close for its EPIC II fund, while InfraVia significantly increased its power sector exposure via a new deal, signaling continued appetite for essential services assets.

Regulatory Headwinds in Digital Assets

The rapid expansion of digital infrastructure is facing increasing local resistance as policymakers seek greater oversight on energy consumption and land use. State and local governments across the US are imposing moratoriums to curb data centre growth, attempting to "pump the brakes" on development until regulatory frameworks catch up with the pace of construction. This localized pushback contrasts sharply with the large-scale capital flowing into established infrastructure sectors like power and core real estate equity.